Keap Coupon: Free Trial

Deal Highlights

What is Keap?

Keap (formerly Infusionsoft) is a CRM with marketing automation, payment processing, and appointment scheduling built specifically for small service businesses. While HubSpot and Salesforce target venture-backed SaaS companies, Keap serves consultants, coaches, agencies, and service providers who need to manage client relationships and automate follow-ups.

For service-based startups, Keap provides the all-in-one platform that replaces CRM + email marketing + scheduling + invoicing, four separate subscriptions consolidated into one tool designed for how service businesses actually work.

Key Features for Startups

Client lifecycle automation is Keap's core strength. When a prospect fills out a form: Keap creates a contact record, sends a welcome email sequence, tags them by interest, assigns a follow-up task to your sales rep, and books an initial consultation, all automatically. This multi-step automation is what separates Keap from simpler CRM tools.

Visual campaign builder creates complex automations with branching logic, time delays, and conditional paths. If a prospect opens the second email but does not book a call, send a follow-up with a different angle. If they book but do not show, trigger a re-engagement sequence. The visual builder makes sophisticated nurture campaigns accessible.

Payment processing via Stripe and PayPal is built in. Not bolted on. Create invoices from deal records, accept one-time and recurring payments, automate payment reminders for overdue invoices, and trigger automations when payments are received. No separate invoicing tool needed.

Appointment scheduling lets clients book directly from your website or email campaigns. Calendar sync prevents double-bookings. Automated reminders reduce no-shows. Post-appointment follow-up sequences trigger automatically.

Lead scoring assigns points based on email engagement, page visits, form submissions, and purchase history. Hot leads surface automatically. Your sales team focuses on the most engaged prospects instead of working through a list randomly.

Pipeline management visualizes your sales process with customizable stages. Drag deals between stages, track deal value, and forecast revenue.

Who Should Use Keap?

Consultants and coaches selling high-touch services. Agencies managing client relationships with multiple touchpoints. Service businesses where the sales process involves consultations, proposals, and follow-ups. Any small business with a repeatable client acquisition process that benefits from automation.

Keap vs HubSpot

HubSpot is better for content marketing and inbound lead generation with its blog, SEO, and social tools. Keap is better for service businesses that need appointment scheduling, payment processing, and client-lifecycle automation. HubSpot for inbound marketing. Keap for service business operations.

Keap vs ActiveCampaign

ActiveCampaign has more powerful email automation at a lower price point. Keap includes CRM, payments, and scheduling that ActiveCampaign lacks. ActiveCampaign for sophisticated email marketing. Keap for all-in-one service business management.

Keap vs Dubsado

Dubsado is specifically for creative professionals with client portals, contracts, and workflows. Keap is broader with stronger marketing automation and payment processing. Dubsado for creative freelancers. Keap for service businesses with more complex sales processes.

How to Claim This Deal

1. Sign up through SaaSOffers for a free trial
2. Import contacts and set up your sales pipeline
3. Create automation workflows from pre-built templates
4. Connect Stripe for payment processing and start invoicing

Pricing Overview

Pro at $159/month for 1,500 contacts includes full CRM, automation, email marketing, and payment processing. Max at $229/month adds advanced automation, analytics, and promo codes. 14-day free trial on all plans.

Keap Alternatives

Looking for Keap alternatives? While Keap is a strong choice for crm & marketing, it is not always the right fit for every team. Compare Keap against the top alternatives in our category. Each with verified startup deals and credits. See all Keap alternatives →

Many startups end up using a combination of tools, and there are no restrictions on claiming multiple deals through SaaSOffers. Whether you need a cheaper option, different features, or a better startup deal, there is an alternative worth considering.

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Frequently Asked Questions

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